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Savant Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Savant Capital’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.95M Buy
90,111
+8,242
+10% +$867K 0.03% 293
2026
Q1 		$7.96M Sell
81,869
-134
-0.2% -$13.4K 0.04% 214
2025
Q4 		$7.89M Sell
82,003
-70
-0.1% -$6.73K 0.04% 197
2025
Q3 		$7.92M Buy
82,073
+1,767
+2% +$167K 0.05% 186
2025
Q2 		$7.39M Sell
80,306
-380
-0.5% -$32.8K 0.05% 171
2025
Q1 		$6.86M Sell
80,686
-3,947
-5% -$352K 0.06% 171
2024
Q4 		$7.48M Sell
84,633
-2,606
-3% -$237K 0.06% 182
2024
Q3 		$7.69M Buy
87,239
+8,825
+11% +$744K 0.06% 168
2024
Q2 		$6.36M Sell
78,414
-4,688
-6% -$382K 0.06% 178
2024
Q1 		$6.99M Buy
83,102
+361
+0.4% +$28.6K 0.08% 155
2023
Q4 		$6.43M Sell
82,741
-24,878
-23% -$1.77M 0.08% 159
2023
Q3 		$7.45M Sell
107,619
-887
-0.8% -$64.7K 0.11% 134
2023
Q2 		$7.92M Buy
108,506
+94,202
+659% +$6.55M 0.12% 124
2023
Q1 		$1M Sell
14,304
-4,104
-22% -$290K 0.02% 324
2022
Q4 		$1.23M Buy
18,408
+7,148
+63% +$482K 0.03% 227
2022
Q3 		$700K Buy
11,260
+113
+1% +$7.77K 0.02% 292
2022
Q2 		$721K Buy
11,147
+1,090
+11% +$77.6K 0.02% 286
2022
Q1 		$785K Hold
10,057
– – 0.03% 279
2021
Q4 		$835K Sell
10,057
-166
-2% -$13.6K 0.03% 267
2021
Q3 		$800K Buy
10,223
+1,792
+21% +$144K 0.03% 245
2021
Q2 		$668K Sell
8,431
-353
-4% -$27.4K 0.03% 262
2021
Q1 		$649K Buy
8,784
+4,099
+87% +$296K 0.03% 244
2020
Q4 		$321K Buy
+4,685
New +$298K 0.02% 341

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Savant Capital's IWR Position: Q2 2026 in Review

Savant Capital increased its iShares Russell Mid-Cap ETF (IWR) stake by 10% in Q2 2026, buying an estimated $867K and bringing the position to 90,111 shares worth $9.95M. The position accounts for 0.03% of the portfolio, ranked #293.

Savant Capital first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Savant Capital held 90,111 shares of iShares Russell Mid-Cap ETF worth $9.95M as of Q2 2026.
  • Savant Capital bought 8,242 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $867K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Savant Capital's portfolio in Q2 2026, its #293 holding.
  • Savant Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.